Nora Catherine Lamendola
Investment adviser representative at Balance Wealth
11 yearsExperience
2 statesRegistered in
$386.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Balance WealthMay 2025 to now
- Retire Educated Seminar Series, LLCDec 2019 to now
- Bolt Financial Group, IncJan 2018 to Mar 2026
- Godshall Professional RecruitingMay 2017 to Jan 2018
- Colorado Springs Orthopedic GroupJul 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Balance Wealth
Legal name: Balance Wealth Partners LLC
$386.7MAssets managed
553Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7257703
- Firm CRD
- 329589